SpringVest Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

SpringVest Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.08M	Sell	15,190 -285	-2%	-$20.9K	0.74%	24
2025 Q4	$1.08M	Buy	15,475 +1,072	+7%	+$73.9K	0.75%	21
2025 Q3	$986K	Sell	14,403 -32	-0.2%	-$2.14K	0.73%	23
2025 Q2	$920K	Sell	14,435 -3,434	-19%	-$206K	0.74%	22
2025 Q1	$1.07M	Sell	17,869 -648	-3%	-$41.7K	0.89%	21
2024 Q4	$1.21M	Buy	+18,517	New	+$1.24M	1.03%	19

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

SpringVest Wealth Management's DFAS Position: Q1 2026 in Review

SpringVest Wealth Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 1.8% in Q1 2026, selling an estimated $20.9K and leaving 15,190 shares worth $1.08M. The position accounts for 0.74% of the portfolio, ranked #24.

SpringVest Wealth Management first reported a position in DFAS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q4 2024. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

SpringVest Wealth Management held 15,190 shares of Dimensional US Small Cap ETF worth $1.08M as of Q1 2026.
SpringVest Wealth Management sold 285 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $20.9K.
Dimensional US Small Cap ETF made up 0.74% of SpringVest Wealth Management's portfolio in Q1 2026, its #24 holding.
SpringVest Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
SpringVest Wealth Management's Dimensional US Small Cap ETF position peaked at $1.21M in Q4 2024.
879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.